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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-15 |
| FL | RA | APPROVED | 2012-07-23 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
7061 W. Commerical Blvd, Tamarac, FL 33319 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. Sale of LTC, HEALTH, TRAD LIFE AND DISABILITY. NOT INVESTMENT RELATED. STARTED: 01/01/07. HOURS/MONTH:20, HOURS/TRADING:20. PROVIDES LIFE, HEALTH, LTC, AND DISABILITY INSURANCE. 2. Mortgage lending - Superior Mortgage Experts, Located at: 14750 NW 77th Ct., Ste 208A, Miami Lakes, FL. License is active but not currently originating mortgages. Start date: 10/12/15, less than 10 hrs/mo. 3. REFERRING CLIENTS TO MEDICARE BACKOFFICE SO THAT THEY MAY OBTAIN ASSISTANCE WITH MEDICARE SUPPLEMENTAL PLANS. 4. Hold an AHIP Medicare Certification and provide Medicare educational services and offer Medicare plans clients aging into the Medicare system. Start date: 3/27/26, approx. 5 hrs/mo., none during mkt hrs. 5. TRUSTEE FOR THE HEINRICH GOODGER TRUST; HEINRICH IS MY COUSIN AND I AM MANAGING A BENEFICIARY 401(K) PLAN TO TEND TO HIS LIVING EXPENSES AND NEEDS. 6. dba - Alpha Wealth Advisors, LLC - offering financial services. Start date: 1/19/18.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-10 |
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